Capture and work leads
Log prospects from every channel, run follow-ups with a mandatory outcome, and move hot leads into site visits and bookings.
A lead is a prospective buyer who has shown interest but has not booked yet. The Leads module is the top of the sales funnel — rep enters the lead, logs activities, moves it through stages, and converts it into a site visit, walk-in or booking.
Each lead gets a sequential human-readable code (LEAD-00000001) so your team can refer to prospects by number in WhatsApp or on the phone.
Lead stages
| Stage | What it means |
|---|---|
NEW |
Just captured, not yet contacted. |
CONTACTED |
At least one outbound call or message. |
QUALIFIED |
Rep has confirmed intent and budget range. |
SITE_VISIT_SCHEDULED |
A site visit is on the calendar. |
NEGOTIATION |
Price or terms are under discussion. |
WON |
Converted to a booking. |
LOST |
Dropped — with a mandatory reason. |
The stage is a free-text pill in the sidebar — your reps can pivot it as the conversation evolves.
Capture a lead
Step 1: Open Sales management → Leads
Click Add lead.
leads-01.png
Step 2: Fill in identity and contact
Enter Name, Phone, Email, and the source that brought the lead (Facebook, Walk-in, Partner, Referral, Website, Social media sub-source).
Step 3: Pick a project of interest
If the lead already has a project in mind, select it. The project appears on reports grouped by interest.
Step 4: Save
The lead is created with a LEAD-######## code and lands on the current rep's My leads list.
Log activity on a lead
Every outbound touch — call, WhatsApp, email, meeting — becomes an activity on the lead. Activities are the audit trail of what has been done and when the next touch is due.
Step 1: Open the lead
Click the lead's name on the list.
Step 2: Click Log activity
Pick the type (call, WhatsApp, email, site visit, meeting), fill in the note and the outcome (mandatory).
leads-02.png
Step 3: Set the next follow-up date
The next-follow-up date is mandatory for an open lead. A badge on the lead list turns rose when the follow-up date goes past due.
Dropped leads must have a cancellation reason from the master data list. "Not interested" and "Price too high" are different signals downstream in your Sales analytics.
Senior response thread
When a senior (Team Lead, Manager, Head) adds a comment on an activity, the comment threads under that activity rather than becoming a new activity. This keeps the "what was said and when" clean and the "what the senior told me to do next" visible.
Convert to a booking
Step 1: Click Convert to booking
The booking wizard opens pre-filled with the lead's name, phone, email and project interest.
Step 2: Pick an available unit and complete the booking
See Bookings for the full field reference.
What's next
- Site visits — schedule a site tour for a qualified lead.
- Bookings — convert a WON lead into a booking.